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Account Handler – Commercial & Real Estate Insurance
About Aserto
Aserto Limited is a growing commercial insurance brokerage specialising in real estate, construction, and wider commercial risks. Our approach is built around clarity, confidence, and control, providing clients with straightforward advice, responsive service, and insurance solutions shaped around their individual requirements.
We are looking for an experienced and client-focused Account Handler to support our growing portfolio of commercial and real estate clients.
The Role
The Account Handler will be responsible for the day-to-day servicing and administration of a varied client portfolio. You will work closely with Account Executives, clients, insurers, and other insurance partners to arrange new business, manage renewals, process mid-term adjustments, and support clients throughout the policy lifecycle.
This is an important role within a growing brokerage and would suit someone who takes ownership of their work, communicates confidently, and is committed to delivering excellent client service.
Key Responsibilities
- Manage the day-to-day insurance requirements of commercial and real estate clients.
- Build strong, professional relationships with clients, insurers, managing agents, and introducers.
- Prepare and issue renewal invitations, ensuring information is obtained well in advance of renewal.
- Review existing insurance arrangements, policy schedules, and client information to identify gaps, inconsistencies, or areas requiring clarification.
- Prepare accurate and detailed presentations for insurers.
- Obtain and negotiate quotations, terms, and policy amendments with insurers and underwriting partners.
- Produce clear, accurate, and compliant client correspondence, quotation summaries, and policy documentation.
- Explain policy terms, conditions, exclusions, excesses, and endorsements clearly to clients.
- Process new business, renewals, mid-term adjustments, cancellations, and policy transfers.
- Check policy documents and endorsements for accuracy before issuing them to clients.
- Maintain complete and accurate client records, diary systems, and file notes.
- Support clients with claims notifications and liaise with insurers and claims teams where required.
- Identify opportunities to provide additional protection where appropriate, without compromising the client-first approach.
- Work closely with Account Executives to ensure renewal and new-business deadlines are met.
- Assist with premium collection, payment queries, and premium finance arrangements.
- Ensure all work complies with FCA requirements, Consumer Duty principles, internal procedures, and insurer agreements.
- Contribute to the continued improvement of Aserto’s systems, processes, and client experience.
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Relevant insurance products may include property owners’ insurance, terrorism, engineering inspection, machinery breakdown, directors’ and officers’ liability, legal expenses, public and employers’ liability, professional indemnity, cyber insurance, and associated covers.
Skills and Experience
Essential
- Previous experience within commercial insurance broking, underwriting, or account handling.
- A good working knowledge of commercial insurance products.
- Experience managing renewals, mid-term adjustments, and new-business enquiries.
- Strong written and verbal communication skills.
- Excellent attention to detail and document-checking ability.
- Confidence dealing directly with clients and insurers.
- Strong organisational skills and the ability to manage competing deadlines.
- A proactive approach with the ability to take ownership of client requirements.
- A clear understanding of the importance of regulatory compliance and accurate record-keeping.
- Competence using insurance systems, Microsoft Outlook, Word, and Excel.
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Desirable
- Experience handling property owners’ or real estate insurance.
- Knowledge of block-of-flats, residents’ management company, or property management risks.
- Experience preparing insurer presentations and policy comparisons.
- Cert CII qualification or a willingness to work towards it.
- Experience supporting claims and premium finance arrangements.
- Knowledge of Acturis
Personal Attributes
We are looking for someone who is:
- Client-focused, approachable, and dependable.
- Professional and confident in their communication.
- Commercially aware while always acting in the client’s best interests.
- Highly organised and comfortable working in a fast-moving environment.
- Curious and willing to continue developing their insurance knowledge.
- Comfortable identifying problems and taking the initiative to resolve them.
- A collaborative team member who is also able to work independently.
- Committed to helping build a growing, forward-thinking brokerage.
What Aserto Offers
- The opportunity to join and help shape a growing insurance brokerage.
- A varied portfolio across commercial and real estate insurance.
- Direct involvement with clients, insurers, and senior decision-makers.
- Support with professional development and insurance qualifications.
- Genuine scope for progression as the business continues to grow.
- A supportive environment where ideas, initiative, and high-quality service are valued.
Job Details
- Job title: Account Handler – Commercial & Real Estate Insurance
- Company: Aserto Limited
- Reports to: Account Executive/Managing Director
- Employment type: Full-time, permanent
- Location: Kenilworth
- Salary: Competitive and dependent on experience
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